Brokerage Specialist

Job Description Summary

The Brokerage Specialist / Associate will report to the Director of Brokerage and will serve as dedicated broker support to a single fee-earner and/or team. This licensed position is responsible for support and management of client service activities, providing superior marketing, research and administrative support critical to the overall success of the broker(s). The Associate will interact with various departments within the organization on behalf of the fee-earner to ensure they are able to meet the needs of their clients.

In this capacity, the Associate will be viewed as a direct line of communications to the fee-earner themselves.

Brokerage Specialist

• Provide business development and targeted sales/marketing support
• Manage client database
• Manage deal pipeline
• Manage content creation process with regards to timeline and production cycle
• Coordinate with other departments based on the needs of the fee-earner

• Manage coordination with Marketing, Research, and Financial Analyst on behalf of fee-earner for the creation of pitch/proposal and deliver content as necessary
• Maintain calendar of due dates and follow up as necessary
• Attend strategy session with fee-earner and other departments as needed
• Schedule meetings with fee-earner and other departments for review and feedback
• Schedule meetings with prospect and arrange any other accommodations that may be required, such as catering, transportation, and space reservations
• Coordinate with Marketing on the production of pitch/proposal when outside vendor is required for printing
• Perform basic data gathering, such as property searches and site selections, on behalf of fee-earner as appropriate
• Populate template market documents such as tour books, property flyers, and brochures
• Schedule follow up meetings as necessary to review content

• Abstract leases and draft proposals with direction from supervising C&W real estate professional
• Compile information to be used in periodic landlord leasing activity reports
• Organize transaction documents, including confidentiality agreements, leases, contracts, listings, closing documents, etc.
• Handle client contact lists, including database management
• Execute property tour logistics for showing, including coordination with fee-earner and/or licensed professional, scheduling meeting with prospect, and arranging any other accommodations that may be required (e.g., delivering food, reserving space)
• Work with fee-earner and Marketing to determine if material request requires marketing assistance or Service Delivery Coordinator assistance

• Update CRM system on behalf of fee-earner
• Research potential conflict of new pursuits
• Coordinate with fee-earner on the timely delivery of necessary information for CRM maintenance
• Enter new leads and opportunities into the CRM system and update accordingly
• Provide Deal numbers as needed for the proper recording of pursuit and deal related expenses
• Review CRM with fee-earner to ensure the accuracy of the information
• Communicate current CRM pipeline with Director of Operations and Managing Principal and assist in scheduling of meeting with fee-earner when necessary

• Schedule meetings with Client on behalf of fee-earner and coordinate any other arrangements as needed
• Attend client meetings and produce meeting minutes as requested
• Follow Up with Client on the delivery of necessary information and to provide progress updates

• Notify fee-earner of internal and external events and conferences
• Register fee-earner for desired events
• Coordinate payment and coding of event price
• Assist in planning, scheduling, and promoting of fee-earner hosted events
• Coordinate travel and other logistics for fee-earner as necessary

• Follow up with all parties on the execution of deal related documents as required
• Prepare deal related documents and provide to fee-earner for review, approval, and delivery
• Coordinate with Legal for review and approval when template documents are insufficient
• Create deal sheet and provide to…